Creative Planning’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,323
| Closed | -$243K | – | 3693 |
|
|
2024
Q4 | $243K | Buy |
11,323
+195
| +2% | +$4.19K | ﹤0.01% | 2820 |
|
|
2024
Q3 | $238K | Buy |
+11,128
| New | +$238K | ﹤0.01% | 2711 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$422 | – | 2695 |
|
|
2023
Q1 | $422 | Buy |
+28
| New | +$422 | ﹤0.01% | 2500 |
|
|
2017
Q3 | – | Sell |
-224
| Closed | -$5K | – | 3491 |
|
|
2017
Q2 | $5K | Sell |
224
-167
| -43% | -$3.73K | ﹤0.01% | 3947 |
|
|
2017
Q1 | $10K | Buy |
391
+13
| +3% | +$332 | ﹤0.01% | 3563 |
|
|
2016
Q4 | $10K | Buy |
378
+96
| +34% | +$2.54K | ﹤0.01% | 3508 |
|
|
2016
Q3 | $8K | Buy |
282
+73
| +35% | +$2.07K | ﹤0.01% | 3594 |
|
|
2016
Q2 | $6K | Sell |
209
-6
| -3% | -$172 | ﹤0.01% | 3493 |
|
|
2016
Q1 | $6K | Hold |
215
| – | – | ﹤0.01% | 3462 |
|
|
2015
Q4 | $5K | Hold |
215
| – | – | ﹤0.01% | 3635 |
|
|
2015
Q3 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 3589 |
|
|
2015
Q2 | – | Sell |
-267
| Closed | -$6K | – | 2770 |
|
|
2015
Q1 | $6K | Buy |
+267
| New | +$6K | ﹤0.01% | 3413 |
|